Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$880B
AUM Growth
+$67.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$1.03B
3 +$963M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$906M
5
MBB icon
iShares MBS ETF
MBB
+$884M

Top Sells

1 +$2.6B
2 +$1.63B
3 +$1.52B
4
TXN icon
Texas Instruments
TXN
+$995M
5
VT icon
Vanguard Total World Stock ETF
VT
+$973M

Sector Composition

1 Technology 14.1%
2 Financials 7.8%
3 Healthcare 7.12%
4 Industrials 6.02%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$8.13M ﹤0.01%
605,155
+510,064
2552
$8.11M ﹤0.01%
49,380
+2,195
2553
$8.09M ﹤0.01%
2,096,081
+564,157
2554
$8.09M ﹤0.01%
370,730
-1,275
2555
$8.07M ﹤0.01%
823,045
-755
2556
$8.07M ﹤0.01%
938,004
-204,182
2557
$8.06M ﹤0.01%
326,913
-75,986
2558
$8.06M ﹤0.01%
159,326
-168,365
2559
$8.06M ﹤0.01%
127,694
-132,778
2560
$8.05M ﹤0.01%
112,700
+5,539
2561
$8.03M ﹤0.01%
200,306
+3,161
2562
$8M ﹤0.01%
218,422
-109,814
2563
$8M ﹤0.01%
338,524
-54,926
2564
$7.98M ﹤0.01%
269,034
-12,810
2565
$7.98M ﹤0.01%
395,718
+9,243
2566
$7.98M ﹤0.01%
2,403,696
+2,393,458
2567
$7.98M ﹤0.01%
261,487
+119,498
2568
$7.97M ﹤0.01%
149,795
-32,929
2569
$7.96M ﹤0.01%
365,551
+288,652
2570
$7.96M ﹤0.01%
168,500
+31,772
2571
$7.96M ﹤0.01%
118,506
-1,082
2572
$7.95M ﹤0.01%
542,331
+129,726
2573
$7.94M ﹤0.01%
293,615
-78,364
2574
$7.93M ﹤0.01%
249,127
-95,222
2575
$7.93M ﹤0.01%
886,835
+232,558